Leadership & Strategy Updates

Nvidia Financing Its Own AI Boom

Nvidia has spent the past several years selling the infrastructure behind the artificial intelligence boom. Increasingly, however, it is doing something else: helping finance the…

Peter Boyd
13 Min Read

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Further Analysis & Commentary

BlackRock vs. Blackstone: Same Size, Different Economics

At first glance, BlackRock and Blackstone seem almost indistinguishable. Their names are frequently mixed up, their visual branding carries a…

Anthropic is opening in Australia, but the real story is what it still has not committed to

Anthropic’s first major move in Australia is not a data centre announcement. It is a commercial appointment. That is the…

Why data centres are becoming the ASX’s new growth engine

Summary This sector breakdown comes down to one market truth: the ASX is starting to reward output demand over input…

Story of the Stock that Surged Over 630% in 1 Trading Day: Allbirds Inc

Business Description Allbirds Inc. is a San Francisco–based footwear and apparel brand established in 2015, recognized for its clean, minimalist…

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